The user management feature in the Juniper platform is a crucial tool for efficiently adding and managing users within a suite.
Step-by-Step Instructions:
Step 1: Navigate to the ‘People’ Tab
Scroll to the ‘People’ tab within the suite view. You may need to use the arrow to scroll right. Once there, click on the ‘Add Person’ button to begin the process of adding a new user.
Step 2: Enter User Information
Fill out the required fields, including first name, last name, email, and phone number.
- Use the options at the top of the screen to specify whether the person is a New User or an Existing User.
- Select the user’s role on the right-hand side of the screen.
Step 3: Send Activation Email (Optional)
For new users, it is recommended to check the ‘Send Activation Email’ box to ensure they receive an activation email promptly. If you are just adding homeowners and still need to get their suite details finalized, you can invite them at a later date.
Step 4: Update Homeowner Permissions
If the contact you are adding is a Homeowner, make sure to select the appropriate user permissions before saving. This step is not necessary for Realtor or Occupant users.
- Primary Contact
- If selected, the homeowner will receive notifications on all service requests
- If not selected, the homeowner will only receive notifications on the service requests that they report
- Dashboard Only Access
- Limits access to only the homeowner dashboard, hiding information within the My Home view (suite details, manuals, walkthrough/inspection, service requests, etc.)
Step 5: Save the User Information
Once all the information has been carefully entered:
- Click ‘Save Person’ to finalize adding the user.
- Alternatively, click ‘Save and Add Another’ to continue adding additional users.
Summary of Key Steps:
- Step 1: Navigate to the ‘People’ tab and click ‘Add Person’.
- Step 2: Enter the required user details and select the user’s role.
- Step 3: For new users, check the ‘Send Activation Email’ option.
- Step 4: Select appropriate access.
- Step 5: Save the user information or proceed to add another user.
Conclusion:
By streamlining the process of assigning roles and providing activation options, it ensures that the right individuals have timely and accurate access to the platform. This feature enhances collaboration, simplifies communication, and supports effective property management.
By following these steps, you will successfully add and manage users within the suite view, ensuring all necessary individuals have access to the platform with the appropriate roles and information. If you encounter any issues or need further assistance, please reach out to our support team.
Questions? Email us at support@hellojuniper.co and we’ll be happy to help!